In the Trump era, one thing we can be fairly certain of is that asset protection will continue to be one of the driving forces of estate planning. In conventional planning, asset protection will likely proliferate as tax policy is changed and old tax-related barriers are removed. In elder law, asset preservation will also continue unabated, subject to the federal government’s possible shift of more control to the states and resulting state policy.
- Exceptions to the Early Withdrawal Penalty for IRAs, 401(k)s, and Other Qualified Plans
- Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients
- MAY 2019 VOLUNTEER OF THE MONTH – OLIVIA HOLCOMBE-VOLKE
- The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds
- Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work
- Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …
- The 2010 Maryland Power of Attorney Act – A Gamechanger
- The Most Important Document in Estate Planning – The Financial Power of Attorney
- The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities
- The New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?